Atlas Frm LLC Portfolio Holdings

Atlas Frm LLC

$933 Million
Q1 2025

Atlas Frm LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $933 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sylvamo Corp with a value of $423M, International Paper CO with a value of $171M, Suzano S.A. with a value of $161M, Packaging Corp Of America with a value of $66.3M, and Mohawk Industries Inc with a value of $54.2M.

Examining the 13F form we can see an decrease of $126M in the current position value, from $1.06B to 933M.

Atlas Frm LLC is based out at Greenwich, CT

Below you can find more details about Atlas Frm LLC portfolio as well as his latest detailed transactions.

Portfolio value $933 Million

Basic Materials: $604 Million

Consumer Cyclical: $329 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SLVM Sylvamo Corp Basic Materials	$2.21B	$423 Million 45.37% of portfolio	6,312,454	Q2 2022 Added 189.5%
IP International Paper CO Consumer Cyclical	$16.4B	$171 Million 18.3% of portfolio	3,200,000	Q1 2025 Reduced 4.48%
SUZ Suzano S.A. Basic Materials	$12.5B	$161 Million 17.24% of portfolio	17,320,000	Q4 2024 Added 13.05%
PKG Packaging Corp Of America Consumer Cyclical	$17.5B	$66.3 Million 7.11% of portfolio	335,000	Q1 2025 Added 19.64%
MHK Mohawk Industries Inc Consumer Cyclical	$6.23B	$54.2 Million 5.81% of portfolio	475,000	Q1 2025 Added 17.28%
MERC Mercer International Inc. Basic Materials	$227M	$19.4 Million 2.08% of portfolio	3,150,000	Q2 2023 Added 43.18%
SEE Sealed Air Corp Consumer Cyclical	$4.42B	$16.5 Million 1.77% of portfolio	570,000	Q1 2025 Reduced 25.0%
ODP Odp Corp Consumer Cyclical	$806M	$11.3 Million 1.21% of portfolio	785,213	Q4 2024 New
AMWD American Woodmark Corp Consumer Cyclical	$836M	$10.4 Million 1.12% of portfolio	177,000	Q1 2025 Added 55.26%

Summary

Portfolio
No. of Stocks 14
Current Value $933 Million
Prior Value $1.06 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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